• Delete measurement results

    To delete a result, do the following, select the result in the Quantity calculation section. Click the drop down to show measurements. Check the measurements to be deleted, then click delete(x)

  • Select, change, and reuse outlines

    You may need to select outlines to find the lines in the Quantity Table that use them or to add existing outlines to a measurement. First, activate the Selection Tool. Check the items that you want to show. To select a single measurement, click it. You can also change the…

  • Editing measurements

    Click the selection tool button if the tool is not active. Double-click the measurement to be edited. To move a node, click it. The node will start moving with the cursor. Place it at a new location by a second click. To add a new node, click the line. A…

  • Tracing

    Select Cell for tracing To use take-off to calculate the quantity for an item, focus the item on the estimate. The Quantity Calculation for the item will be displayed at the bottom. Your measurement will be presented in the cell highlighted as yellow. You can select other cells such as…

  • Scale a plan

    Click the scaling tool button in the takeoff toolbar if the tool is not selected Choose a segment of a known length. Click the start and end of the segment and then enter its length, then click ‘Ok’ Once the plan has been scaled, the system will start showing the…

  • Add/Edit Items for Estimate Template

    Add an Item to an estimate Click ‘Lookups’, then click ‘Estimate Templates’ Select your template from the drop-down. To add a new item, click on the ‘Insert Item’ button or start entering it in the last blank row. Edit an estimate item To edit an item in a form or…

  • Estimate Templates

    You can create an Estimate Template to define a structured (hierarchical) list of templates for the Job Estimate in your job estimates. When editing a job, it is possible to choose an Estimate Template, select some Estimate Templates and add them to the current estimate. That will pre-populate the Code, Name, Resource…

  • Quickbooks authorisation

    How to authorise QuickBooks after connecting to CostMiner Log in to Quickbooks Once redirected to the Quickbooks login portal enter your ‘Email or user ID’ and ‘Password’, click ‘Sign In’ Select a company in the drop-down menu, then click ‘Next’. Select the ‘Product or service of invoices’, ‘Tax Code’ and…

  • Xero authorisation

    How to authorise Xero after connecting to CostMiner Log in to Xero Once redirected to the Xero login portal enter your ‘Email address’ and ‘Password’, click ‘Log in’ Select the Company in the drop-down menu, then click ‘ Allow access for 30 minutes.

  • Resource Types

    Labour, Materials and Equipment are examples of Resource Types. You pick items from the Resource Types lookup list when creating Job Estimate or defining Estimate Templates. Resource Types Screen To open the Resource types, click ‘Lookups’, then click ‘Resource Types’. A list of Resource Types will be displayed. Create a new resource type…